【Sector Research】Property - Weekly highlight: WoW sales recovery interrupted by public holiday; further observation is needed |
【Company Research】TK Group (2283 HK) - Positive on business recovery in FY24/25E |
【Company Research】Akeso (9926 HK) - Promising Ph3 data of cadonilimab in 1L GC |
【Company Research】Yunkang Group (2325 HK) – Back to normal growth |
【Sector Research】Auto - New models with lower MSRPs made discounts artificially stable |
【Company Research】Haidilao (6862 HK) - Looking for expansion opportunities with downside protection |
【Company Research】China Life (2628 HK) - 4Q net loss markedly narrowed; VNB grew in low-teens despite revised EV assumptions |
【Company Research】Haier Smart Home (6690 HK) - Resilient FY24E guidance and decent dividend |
【Sector Research】Auto - Leading indicators diverge; Tesla still resilient |
【Company Research】Nayuki (2150 HK) - Franchising and costs cutting are the keys |